Client Accounting Manager

Who We Are

At Accounted, we believe financial clarity changes everything.

We’re a modern, tech-forward accounting firm providing full-service accounting and financial guidance to small business owners. We handle the day-to-day, keep the numbers accurate and organized and help our clients understand what’s happening in their business and what comes next.

We’re not a traditional accounting firm with outdated processes and mandatory overtime. We’re responsive. Thoughtful. Proactive. Human.

And we’re highly organized. We believe in proven, repeatable systems, clear communication and doing great work without creating unnecessary complexity.

In our model, Client Accounting Associates lead day-to-day client relationships and execution. As the Client Accounting Manager, your role is to ensure the work delivered by your pod is accurate, insightful, complete and delivered on time - while coaching and developing the Associates behind it.

You’ll step in for complex situations, but your goal isn’t to become the person everyone depends on for every answer. You’ll help Associates strengthen their judgment, confidence and ownership so they can increasingly solve problems and move work forward independently.

• Helping People - We make things clearer, easier and better for the people behind the business.
• Doing The Right Thing - We value integrity and use it to guide us through complex situations. We are resolute - we do what we say and we stand by our word.
• Confident Boundaries - We’re clear, honest and respectful. We hold space for great client relationships without overextending ourselves or compromising on what matters.
• Figuring Things Out - We’re resourceful problem-solvers - whatever comes up, we figure it out. Our curiosity and creativity help us find the best path forward.
• Practical Excellence - We strive for excellence with common sense. We know when precision matters - and when flexibility leads to better outcomes.

• Deliver insights that help clients make better decisions
• Build budgets, forecasts and KPI reporting tools
• Proactively identify risks and opportunities
• Lead higher-level client conversations and help clients understand what their financial information means for their business.

• Ensure all client deliverables contain relevant and useful information while being delivered on time
• Review work and maintain high accounting standards
• Handle complex accounting when needed
• Review Associate work efficiently, focusing on accuracy, materiality and meaningful issues.
• Ensure client deadlines and recurring deliverables stay on track.
• Monitor client budgets and time to ensure work is completed efficiently within expected parameters.
• Identify roadblocks early and take ownership of getting them resolved.

• Coach and develop Associates through regular feedback, guidance and structured one-to-one meetings.
• Set clear expectations for ownership, quality, communication, follow-through and deadlines.
• Review work collaboratively and use questions and mistakes as opportunities to build understanding and judgment.
• Delegate intentionally based on capability, capacity and development goals.
• Help Associates grow in confidence and skill so they require less day-to-day support over time.
• Address performance concerns early, directly and constructively.
• Monitor workload and capacity across your pod and address issues before they affect client delivery.

You’re not just technically strong - people genuinely enjoy working with you!

• Clients trust you and feel taken care of
• You communicate clearly and confidently
• You’re warm, but not a pushover - you value holding confident boundaries
• You can give…